PA

Parallel Advisors Portfolio holdings

AUM $5.45B
1-Year Est. Return 26.97%
This Quarter Est. Return
1 Year Est. Return
+26.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.42B
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,687
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$15.4M
3
+$6.78M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.46M
5
JBND icon
JPMorgan Active Bond ETF
JBND
+$5.05M

Top Sells

1
+$10.1M
2
+$8.95M
3
+$5.22M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$3.68M
5
UNH icon
UnitedHealth
UNH
+$1.06M

Sector Composition

1 Technology 17.07%
2 Healthcare 8.99%
3 Financials 7.11%
4 Communication Services 5.18%
5 Consumer Discretionary 5.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$396K 0.01%
16,727
+223
652
$396K 0.01%
1,428
+5
653
$396K 0.01%
3,765
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$392K 0.01%
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+30
656
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12,761
-1,432
657
$392K 0.01%
19,990
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658
$390K 0.01%
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659
$389K 0.01%
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660
$388K 0.01%
11,664
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661
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735
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662
$388K 0.01%
1,697
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663
$387K 0.01%
6,665
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664
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15,300
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665
$385K 0.01%
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$383K 0.01%
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$381K 0.01%
3,500
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$376K 0.01%
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$373K 0.01%
1,968
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674
$372K 0.01%
7,730
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675
$370K 0.01%
9,064
-21
25 26
27
28 29